Volume X OM Upd. No. 08-06
Policy Update 5/1/08
MS 99782 TAX REBATE CHECKS
Starting in May, 2008 and continuing through the summer the U.S. Treasury will
send tax rebate checks to more than 130 million individuals.
A. For K-TAP cases, rebate checks are considered excluded income and
resources.
B. For Medicaid and Food Stamp cases, the rebate checks are considered in the
following manner:
1. In the month of receipt and the following two months rebate checks are
considered excluded income and resources.
2. Any proceeds from this rebate retained after the third month shall then be
considered a resource.
3. For vendor payment recipients, i.e., NF or Waiver cases, the funds must
be disposed during the month of receipt or the following two months. Any
funds remaining after that point will be a countable resource.
Rebate checks will be subject to offset against outstanding tax and non-tax
liabilities in the same fashion as regular tax refunds.
Patricia R. Wilson, Commissioner
Volume II
The following manual section is cross-referenced with this update:
MS 5210
Volume III
The following manual section is cross-referenced with this update:
MS 2510
Volume IV
The following manual sections are cross-referenced with this update:
MS 4320 and MS 4385
Volume IVA
The following manual sections are cross-referenced with this update:
MS 1880 and MS 2465
General Table of Contents Table of Contents
(Vols. I thru X) Volume X